Pathway Financial Advisers’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.24M | Buy |
27,321
+2,067
| +8% | +$93.5K | 0.4% | 79 |
|
2025
Q1 | $1.07M | Buy |
25,254
+545
| +2% | +$23K | 0.37% | 84 |
|
2024
Q4 | $1.18M | Buy |
24,709
+392
| +2% | +$18.7K | 0.4% | 78 |
|
2024
Q3 | $1.11M | Buy |
24,317
+3,406
| +16% | +$156K | 0.5% | 61 |
|
2024
Q2 | $829K | Buy |
20,911
+416
| +2% | +$16.5K | 0.3% | 99 |
|
2024
Q1 | $916K | Buy |
20,495
+514
| +3% | +$23K | 0.33% | 94 |
|
2023
Q4 | $865K | Buy |
19,981
+1,594
| +9% | +$69K | 0.33% | 89 |
|
2023
Q3 | $608K | Buy |
+18,387
| New | +$608K | 0.25% | 102 |
|
2023
Q1 | $122K | Sell |
3,378
-6,127
| -64% | -$221K | 0.05% | 179 |
|
2022
Q4 | $415K | Buy |
+9,505
| New | +$415K | 0.17% | 122 |
|